Verum Partners LLC grew its position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 92.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 180,954 shares of the exchange traded fund’s stock after purchasing an additional 87,151 shares during the quarter. Schwab Fundamental U.S. Small Company Index ETF makes up about 1.6% of Verum Partners LLC’s portfolio, making the stock its 14th largest position. Verum Partners LLC owned 0.12% of Schwab Fundamental U.S. Small Company Index ETF worth $5,374,000 at the end of the most recent reporting period.
Other large investors also recently modified their holdings of the company. Bristlecone Advisors LLC bought a new stake in Schwab Fundamental U.S. Small Company Index ETF in the 3rd quarter valued at about $27,000. EverSource Wealth Advisors LLC boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 482.5% during the second quarter. EverSource Wealth Advisors LLC now owns 565 shares of the exchange traded fund’s stock worth $34,000 after purchasing an additional 468 shares during the last quarter. Voisard Asset Management Group Inc. purchased a new stake in Schwab Fundamental U.S. Small Company Index ETF in the 3rd quarter valued at about $37,000. Signature Resources Capital Management LLC lifted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the 4th quarter. Signature Resources Capital Management LLC now owns 1,232 shares of the exchange traded fund’s stock worth $37,000 after buying an additional 616 shares in the last quarter. Finally, MidAtlantic Capital Management Inc. purchased a new position in shares of Schwab Fundamental U.S. Small Company Index ETF in the 3rd quarter worth approximately $44,000.
Schwab Fundamental U.S. Small Company Index ETF Trading Up 1.6 %
Shares of FNDA opened at $30.99 on Wednesday. The stock has a 50 day moving average of $30.74 and a 200 day moving average of $29.76. The company has a market capitalization of $4.56 billion, a price-to-earnings ratio of 14.98 and a beta of 1.18. Schwab Fundamental U.S. Small Company Index ETF has a 12 month low of $26.21 and a 12 month high of $32.71.
Schwab Fundamental U.S. Small Company Index ETF Company Profile
The Schwab Fundamental U.S. Small Company Index ETF (FNDA) is an exchange-traded fund that is based on the Russell RAFI Small Company US index. The fund tracks a fundamentally selected and weighted Russell index of small firms based on adjusted sales, retained operation cash flow, and dividends plus buybacks.
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